Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $44.7B
1-Year Est. Return 18.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$22.8B
AUM Growth
-$832M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
831
New
Increased
Reduced
Closed

Top Buys

1
+$357M
2
+$160M
3
+$155M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$51.9M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$42M

Top Sells

1
+$355M
2
+$228M
3
+$51M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$49.4M
5
VB icon
Vanguard Small-Cap ETF
VB
+$18.1M

Sector Composition

1 Technology 3.54%
2 Financials 1.9%
3 Healthcare 1.72%
4 Consumer Discretionary 1.56%
5 Industrials 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$7.12M 0.03%
28,459
-15
152
$7.05M 0.03%
70,911
+19,335
153
$7.05M 0.03%
105,952
+5,030
154
$6.96M 0.03%
81,912
+22,532
155
$6.93M 0.03%
53,272
-3,589
156
$6.92M 0.03%
256,594
-9,181
157
$6.87M 0.03%
306,893
-29,757
158
$6.86M 0.03%
104,668
-3,078
159
$6.81M 0.03%
31,436
+6,797
160
$6.81M 0.03%
74,843
-7,298
161
$6.79M 0.03%
9,161
+2,754
162
$6.67M 0.03%
22,106
+6,531
163
$6.64M 0.03%
308,535
+141,821
164
$6.58M 0.03%
108,910
-3,968
165
$6.53M 0.03%
38,309
-2,267
166
$6.43M 0.03%
380,362
-16,273
167
$6.41M 0.03%
129,326
-32,527
168
$6.4M 0.03%
33,934
-4,331
169
$6.37M 0.03%
84,045
-5,919
170
$6.32M 0.03%
132,239
+3,491
171
$6.29M 0.03%
314,660
-11,135
172
$6.28M 0.03%
99,979
-675
173
$6.26M 0.03%
45,751
+29,338
174
$6.25M 0.03%
133,895
+66,175
175
$6.19M 0.03%
143,902
-17,069
5 6
7
8 9